New BISK CPEasy™ CPE Self-Study Course
Author/Moderator: Lance Wallach, CLU, CHFC, CIMC
Publisher: AICPA
Introduction
The CPA faces a daunting series of roles—those of advisor, practitioner, and consumer. Life insurance can be a powerful tool; improperly wielded, it can lead to malpractice.
The authors hope this text effectively introduces the advisor to basic and also more complex concepts, enabling the advisor to appropriately counsel clients, or at least spot pitfalls and client opportunities. Similarly, the authors hope the practitioner who is licensed and sells insurance is aware of the myriad options available and which best help the client. Finally, the authors hope the CPA as consumer gains an understanding of the important concepts that can help the CPA on a personal level.
This text and corresponding video was a daunting challenge—how to encapsulate the complex field of life insurance and its applications into an understandable and useful reference. The authors hope this was accomplished.
Program Learning Objectives
Upon successful completion of this program, the user should:
· Understand the basics of life insurance
· Have a general understanding in determining insurance needs
· Be aware of the major pros and cons of each type of insurance
· Be familiar with business related insurance
· Be familiar with “split-dollar insurance”
· Be familiar with foundational estate planning issues
· Understand how life insurance is used to protect the estate
· Understand basic buy-sell agreement theory (estate planning for the business)
· Understand basics about various retirement plans
· Understand alternatives to cashing out or terminating a policy
· Be familiar with how products are illustrated
· Have a general understanding of annuities
· Be aware of trouble areas
Prerequisite: None
Formats: Online, Software, Text $109.00/6 CPE Credit Hours
Formats: Audio w/text $119.00/8 CPE Credit Hours
Formats: DVD w/text $179.00/8 CPE Credit Hours
Bisk Education Inc. (831) 621-6200
Bisk@Bisk.com
Reportable Transactions and 419 Plans Litigation - Welfare benefit, Medical, Retirement plan benefit and design, Pension specialists, 412i Lawsuits, 419 lawsuits, IRS Audits, 412i Problems, Expert Witness Lance Wallach
2 comments:
Certified Public Accountants are the ones who deal with different accounting services for companies, people and other industries. Becoming a CPA brings a lot of challenges from completing such requirements to the renewal of your CPA license. This is the reason why lots of online providers have emerged to lessen the hassle in going to different certification schools to enroll or getting certification requirements from state boards or departments. Thanks to online courses and we you now take it anywhere you want at your preferred time. For example you’re currently in Florida and you want to take your CPE for Texas, you don’t need to travel back to Texas just to take this renewal course. What you only need is to seatback and take your Texas CPA courses for CPE with the convenience of your home or office.
Lance Wallach, National Society of Accountants Speaker of the Year and member of the AICPA faculty of teaching professionals is a frequent speaker on abusive tax shelters, Captive Insurance and conservation Easements. He speaks at more than ten conventions annually and writes for over fifty publications. He also is quoted regularly in the press and has been featured on television and radio financial talk shows including NBC, National Public Radio’s All Things Considered, and others. Lance Wallach has written numerous books including Protecting Clients from Fraud, Incompetence and Scams published by John Wiley and Sons, Bisk Education’s CPA’s Guide to Life Insurance and Federal Estate and Gift Taxation and as well as the AICPA best-selling books. Including, Avoiding Circular 230 Malpractice Traps and Common Abusive Small Business Hot Spots, Sid Kess Practical Alternatives to Commonly Misused and Abused Small Business Tax Strategies: Insuring Your Client’s Future, Author/Moderator: Lance Wallach, CLU, CHFC, CIMCLance Wallach does expert witness testimony and has never lost a case!Contact Lance Wallach at 516.938.5007wallachinc@gmail.com
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